Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Secure Planning (swap one in):+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Avant Financial Advisors $196.4M · Austin, TX+ Muntz Financial, LLC $177.6M · Doylestown, PA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX
Portsmouth, NH
Salem, NH
Marlton, NJ
Assets under management$187M$197.1M$196.4M
Asset growth, last 2 years+15%+45%+19%
Advisory staff354
Individual clients52987190
Assets per client$354K$2.3M$1M
Clients per advisor1761748
Main custodianSEIFidelitySchwab
Filing with the SEC since2012 or earlier20242013
Tools in their stack–43
People on Advicer.bio444

From each firm's latest Form ADV (May 2026, Jul 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolSecure PlanningDavis Wealth AdvisorsFriedenthal Financial, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Envestnet–Uses it–
Risk Tolerance
Tolerisk––Uses it
Schedule Apps
GReminders–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Secure Planning: SEI, Schwab · Davis Wealth Advisors: Fidelity · Friedenthal Financial, LLC: Schwab